+188.0%
JPME price history and return analytics
+235.2%
-47.1%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.9% | +0.1% | 0.0% |
| 7D | -2.5% | -2.0% | -0.5% | -0.7% |
| 30D | -3.2% | -1.4% | -1.8% | -1.9% |
| 3M | +2.1% | +4.7% | -2.6% | -2.4% |
| 6M | +8.5% | +11.4% | -2.8% | -2.3% |
| YTD | +15.0% | +13.1% | +1.9% | +1.9% |
| 1Y | +16.6% | +19.0% | -2.4% | -1.5% |
| 3Y | +51.4% | +73.9% | -22.6% | -11.0% |
| 5Y | +51.5% | +65.4% | -13.9% | -6.9% |
| 10Y | +184.0% | +225.4% | -41.4% | -1.7% |
| All | +188.0% | +235.2% | -47.1% | -1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded VT wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling